Corient Private Wealth LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1948780 MIAMI, FL

Position in AEIS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,848,238

+$1,431,641 QoQ

Shares Held

8,826

+30.4% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 97.24980029670203.ToString("F0")% Shared 0.5249343832020997.ToString("F0")% None 2.2252653200958576.ToString("F0")%

Industrials · as of Mar 31, 2026

Corient Private Wealth LLC holds $48,613,176 across 14 Electrical Equipment & Parts names. AEIS ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	52,308	$13,107,338
2	ENS	EnerSys	72,292	$12,558,566
3	BE	Bloom Energy Corp	53,869	$7,298,710
4	AYI	Acuity Inc. (De)	12,324	$3,453,431
5	AEIS	Advanced Energy Industries Inc This page	8,826	$2,848,238
6	HUBB	Hubbell Inc	5,639	$2,767,282
7	NVT	nVent Electric plc	18,551	$2,194,211
8	EOSE	Eos Energy Enterprises, Inc.	270,369	$1,341,030

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,848,238	8,826	+30.4%	Shares	Sole	2026-05-15
2025-12-31	$1,416,597	6,766	+0.2%	Shares	Sole	2026-03-09
2025-09-30	$1,148,955	6,753	+4.0%	Shares	Sole	2025-11-14
2025-06-30	$860,322	6,493	-2.4%	Shares	Sole	2025-09-26
2025-03-31	$633,811	6,650	-3.1%	Shares	Sole	2025-05-14
2024-12-31	$793,684	6,864	-31.9%	Shares	Sole	2025-02-10
2024-09-30	$1,061,450	10,086	+49.9%	Shares	Sole	2024-11-12
2024-06-30	$731,954	6,730	-2.6%	Shares	Sole	2024-08-13
2024-03-31	$704,477	6,908	+0.9%	Shares	Sole	2024-05-09
2023-12-31	$745,557	6,845	+24.3%	Shares	Sole	2024-02-09
2023-09-30	$567,984	5,508	+1.7%	Shares	Sole	2023-11-03
2023-06-30	$603,501	5,415	+1.2%	Shares	Sole	2023-08-10
2023-03-31	$524,496	5,352	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.